TCM

Tufton Capital Management Portfolio holdings

AUM $526M
1-Year Est. Return 13.51%
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$983K
3
+$669K
4
NVDA icon
NVIDIA
NVDA
+$479K
5
AMZN icon
Amazon
AMZN
+$288K

Top Sells

1
+$1.21M
2
+$766K
3
+$719K
4
RTX icon
RTX Corp
RTX
+$634K
5
DUK icon
Duke Energy
DUK
+$598K

Sector Composition

1 Technology 22.74%
2 Industrials 14.51%
3 Healthcare 13.64%
4 Consumer Staples 10.77%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$394K 0.07%
11,408
+68
102
$377K 0.07%
2,000
103
$373K 0.07%
7,575
104
$357K 0.07%
1,728
+176
105
$350K 0.07%
969
-21
106
$332K 0.06%
535
107
$320K 0.06%
1,419
+100
108
$285K 0.05%
9,656
-3,222
109
$282K 0.05%
+2,275
110
$280K 0.05%
9,672
+619
111
$254K 0.05%
515
-159
112
$249K 0.05%
530
113
$235K 0.04%
475
114
$234K 0.04%
3,545
115
$217K 0.04%
+7,860
116
$212K 0.04%
+775
117
$210K 0.04%
+1,700
118
$206K 0.04%
+3,270
119
$52.2K 0.01%
+13,700
120
– –
-2,773
121
– –
-4,437
122
– –
-11,835
123
– –
-4,941
1 2 3 4
5